Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s HSBC HSBC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
48,890
+17,595
+56% +$1.61M 0.01% 1219
2026
Q1 		$2.64M Sell
31,295
-6,482
-17% -$549K 0.01% 1240
2025
Q4 		$3.1M Buy
37,777
+8,444
+29% +$604K ﹤0.01% 1270
2025
Q3 		$2.07M Buy
29,333
+5,503
+23% +$358K ﹤0.01% 1412
2025
Q2 		$1.45M Sell
23,830
-5,561
-19% -$317K ﹤0.01% 1524
2025
Q1 		$1.69M Buy
29,391
+1,897
+7% +$104K ﹤0.01% 1334
2024
Q4 		$1.36M Buy
27,494
+5,820
+27% +$270K ﹤0.01% 1382
2024
Q3 		$979K Buy
21,674
+542
+3% +$23.5K ﹤0.01% 1410
2024
Q2 		$919K Buy
21,132
+733
+4% +$31.5K ﹤0.01% 1319
2024
Q1 		$803K Buy
20,399
+873
+4% +$34.1K ﹤0.01% 1336
2023
Q4 		$792K Sell
19,526
-357
-2% -$13.8K ﹤0.01% 1263
2023
Q3 		$785K Buy
+19,883
New +$784K ﹤0.01% 1196

Other funds holding HSBC

Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's HSBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its HSBC (HSBC) stake by 56% in Q2 2026, buying an estimated $1.61M and bringing the position to 48,890 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #1219.

Wealth Enhancement Advisory Services first reported a position in HSBC in Q3 2023 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 48,890 shares of HSBC worth $3.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,595 HSBC shares in Q2 2026, an estimated $1.61M.
  • HSBC made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1219 holding.
  • Wealth Enhancement Advisory Services first reported a position in HSBC in Q3 2023 and has held it in 12 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.